+225.7%
VIK vs BNS
+123.8%
+101.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.6% |
| 7D | -0.9% | -0.4% | -0.5% | -0.6% |
| 30D | -18.4% | +3.5% | -21.9% | -20.9% |
| 3M | -8.8% | +14.1% | -22.8% | -19.7% |
| 6M | +17.1% | +33.8% | -16.6% | -11.2% |
| YTD | +19.0% | +29.5% | -10.4% | -7.5% |
| 1Y | +30.1% | +48.4% | -18.3% | -11.1% |
| All | +225.7% | +123.8% | +101.9% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BNS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling